Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Mercer's Magic Formula for Growing Assets Over 50% in 18 Months
By John ManganaroKey ingredients include in-house estate and tax planning, as well as employee-advisors 100% focused on serving current clients.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 13, 2024
Trump Pledges Broad Tax Cuts in Election PushBiden plans to end tax cuts that benefit wealthy households and would raise levies on them, too.
May 10, 2024
Tax Bill With 100% Bonus Depreciation Hits SetbackSenators' attempt to amend the measure to a must-pass aviation bill were scuttled.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 09, 2024
IRS Releases 2025 Contribution Limits for HSAsThe agency has adjusted HSA and HRA limits for inflation.
May 08, 2024
Tax Bill Vote Hinges on Must-Pass Aviation BillA scramble by lawmakers to add amendments is holding up the vote, Sen. John Barrasso says.
May 07, 2024
7 Surprising Facts About Giving From Donor-Advised FundsOne finding: Higher grant levels in response to crises have not diminished planned giving.